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Retirement

Personal Experience with Phased Retirement

Submitted by 360Blue Financial Strategies on August 24th, 2023

Reboot, Rewire or Retire: Personal Experiences With Phased Retirement and Managing a ‘Life Portfolio’

This 78-year-old former actuary and retirement consultant shares her personal insights on the four key areas for success in retirement. Be prepared to help clients make more than just the financial transition.

Tags:
  • Retirement
  • Retirement planning
  • taxes, retirement, personal finance, Financial Planning
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6 Steps to Determine Your Retirement Deadline

Submitted by 360Blue Financial Strategies on August 5th, 2023

Much of the confusion of retirement planning has to do with folks not understanding that it's more than simply saving. Good planning involves actionable steps to visualize getting from now to the desired tomorrow. Here are six ways to make that idea a specific, detailed plan towards a retirement date you can live with:

Tags:
  • Retirement
  • Retirement planning
  • taxes, retirement, personal finance, Financial Planning
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3 Retirement Roadblocks for Women – and 4 Ways to Get Around Them

Submitted by 360Blue Financial Strategies on August 5th, 2023

Women need to plan for an independent retirement. Statistically speaking, women live longer than men.1 U.S. census figures show that 59 is the median age of widows. So, a widow can anticipate another 25 or more years of living and retirement expenses. 

Tags:
  • Retirement
  • Retirement planning
  • taxes, retirement, personal finance, Financial Planning
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Retirement Strategy: When and How to Update Your Retirement Plan

Submitted by 360Blue Financial Strategies on July 21st, 2023

While you and your trusted retirement professional will work to create an overall retirement strategy, this does not mean that you won't need to make changes along the way.

So, the question remains: When should you revisit your retirement strategy?

Tags:
  • Retirement
  • Retirement planning
  • taxes, retirement, personal finance, Financial Planning
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Retirement Strategy: Planning Your Retirement Lifestyle

Submitted by 360Blue Financial Strategies on July 21st, 2023

Some retirees succeed at realizing the life they want; others don't.

Fate aside, it isn't merely a matter of investment decisions that make the difference. There are certain dos and don'ts – some less apparent than others – that tend to encourage retirement happiness and comfort.

Retire financially literate.

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  • Retirement
  • Retirement planning
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What To Know Before Retiring Early

Submitted by 360Blue Financial Strategies on July 12th, 2023

Early retirement may seem like a dream come true. However, you need to be well prepared if you want to retire early. If you’re not prepared, you might run into complications. Here are a few things to consider before retiring early that no one talks about.

Will You Have Enough Money for Your Entire Retirement?

Tags:
  • Retirement
  • Retirement planning
  • taxes, retirement, personal finance, Financial Planning
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Retirement Planning: What do Military Families Need to Know?

Submitted by 360Blue Financial Strategies on July 12th, 2023

Retirement is an exciting life milestone that requires careful planning and budgeting. For military families, it requires even more knowledge, because you need to ensure that you meet all the military's qualifications and that you are taking full advantage of any veterans benefits coming your way.

Tags:
  • Retirement
  • Retirement planning
  • taxes, retirement, personal finance, Financial Planning
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6 Common Pre-Retirement Mistakes that Cost Dearly

Submitted by 360Blue Financial Strategies on June 15th, 2022

 

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  • Financial Planning
  • Retirement
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4 Most Common Money Mistakes for Pre-Retirees

Submitted by 360Blue Financial Strategies on May 27th, 2022

Nearing retirement, your thoughts start to drift farther and farther away from the job at hand and closer to what you’ll be able to do in all that free time - catch up on some reading, enjoy an afternoon on the back nine or travel the world with your husband or wife.

Tags:
  • Financial Planning
  • Pre-Retiree
  • Retirement
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9 Ways to Save for Your Retirement If Your Company Doesn't Offer a 401(k)

Submitted by 360Blue Financial Strategies on May 18th, 2022

A 401(k) is one of the best ways to save for a secure retirement, but if you work for yourself or a small enterprise, this added perk may not be available to you. However, that doesn’t mean you can’t still save for retirement on your own. 

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  • 401K
  • Financial Advice
  • Retirement
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